Setting up skills to assign to resources

Skills and skill levels are assigned to resources to indicate their capabilities. Managers can then search for resources with specific skills when planning projects.

You can add any number of skills at the system level and group them under categories. Skill levels are pre-defined, but can be customized to suit your requirements.

Adding a skill category

Before adding skills, you may want to set up categories to organize them. Resource managers can filter by category when searching for a skill.

You need at least one category before you can add skills.

To add a category:

1. Go to Administration > Employees and Organization > Skills.
2. Click Add Category.
3. Enter a name and description for the category and click Ok.

Adding a skill

Once you add skills, they will be available to assign to resources.

To add a skill:

1. Go to Administration > Employees and Organization > Skills.
2. Click  next to the category in which you want to add the skill.

3. Enter a name and description for the skill and click Ok.

Customizing skill levels

Skill levels identify a resource’s proficiency with an assigned skill. The skill levels you define apply to all of the skills available in the system; you cannot create different skill levels for each skill.

To customize the skill levels:

1. Go to Administration > Employees and Organization > Skills.
2. Click Set Up Skill Levels in the top, right corner of the page.

3. Choose the rating scale to use.

4. To customize a skill level, click on the current label.

5. Enter a new label and description and click Save.

6. To return to defining skills, click Go back to skills library.

Related topics

Assigning skills to resources
How allocation works
Allocating a resource to a project
Allocating a resource to a task
Changing a resource's allocations